Well... It Depends! copertina

Well... It Depends!

Well... It Depends!

Di: John G. Ullman & Associates Inc.
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A proposito di questo titolo

 At the height of their career, many have very little time to optimize their personal finances, due to already balancing work life and home life. JGUA Financial Commentary Podcast aims to simplify personal finance for busy mid-career professionals. In each episode, Andrew will interview a rotating group of employees including Advisors, Tax professionals, and Researchers to provide insights, strategies, and critical thinking on personal finance.© 2024 John G. Ullman & Associates Economia Finanza personale
Episodi
  • Markets vs Portfolios Explained: Why the S&P 500 Isn’t Enough for Retirement Planning

    Markets vs Portfolios Explained: Why the S&P 500 Isn’t Enough for Retirement Planning
    Apr 16 2026
    “Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Doyle break down how retirement has evolved—from traditional pensions to today’s 401(k)-driven world—and what that shift means for your financial future. They discuss the key differences between defined benefit and defined contribution plans, why the responsibility for retirement has shifted to individuals, and how to make smarter decisions when it comes to saving, investing, and managing your retirement accounts. From contribution strategies and Roth vs. pre-tax decisions to Social Security timing and planning opportunities, they […]
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    17 min
  • Pensions to 401(k)s: Why Retirement Isn’t What It Used to Be

    Pensions to 401(k)s: Why Retirement Isn’t What It Used to Be
    Apr 2 2026
    “Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Doyle break down how retirement has evolved—from traditional pensions to today’s 401(k)-driven world—and what that shift means for your financial future. They discuss the key differences between defined benefit and defined contribution plans, why the responsibility for retirement has shifted to individuals, and how to make smarter decisions when it comes to saving, investing, and managing your retirement accounts. From contribution strategies and Roth vs. pre-tax decisions to Social Security timing and planning opportunities, they […]
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    22 min
  • The AI Question: Advice vs. Action

    The AI Question: Advice vs. Action
    Mar 19 2026
    “Well… It Depends!” explores financial decisions that can’t be answered with a simple yes or no. This week, hosts Andrew Baron, CFP®, EA, and Derek Doyle dive into the growing conversation around AI vs. the human advisor. They discuss how AI is influencing the stock market, where it may (and may not) disrupt industries, and what it means for financial planning. From robo-advisors to real-world decision-making, they break down the limitations of AI, the importance of human judgment, and why implementation and personal connection still matter. If you’d like to discuss your specific situation with one of our CFPs®, please […]
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    20 min
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